Thomas Intoccia

Thomas Intoccia serves as an Assistant Professor of Practice in the Department of Finance at Temple University's Fox School of Business and Management, a position he has held since 2019. An alumnus of the Fox School, he teaches undergraduate courses including Investing for the Future, Seminar in Financial Planning, and Insurance, Benefits and Retirement Planning, leveraging his extensive industry experience to educate future financial professionals.

Dr. Intoccia earned his EdD from Drexel University, MBA from Regis University, and BBA from Temple University. His academic foundation is complemented by 29 years of high-level financial services experience.

His research and professional focus centers on practical applications in financial planning, investment strategies, retirement systems, and the evolution of the registered investment advisor (RIA) industry. With deep expertise in wealth management frameworks and insurance-based financial solutions, he bridges academic theory with real-world advisory practices through his teaching and industry engagement.

Professional honors include:

• Chartered Financial Consultant (ChFC) designation
• Chartered Life Underwriter (CLU) designation

Dr. Intoccia actively mentors undergraduate students through course instruction but has no documented graduate student advising or external research grants. His industry leadership at Charles Schwab involved developing strategic frameworks for thousands of advisory firms, though he maintains no dedicated research labs or specialized teams at Temple University.